SWM

SigFig Wealth Management Portfolio holdings

AUM $3.23B
1-Year Est. Return 10.2%
This Quarter Est. Return
1 Year Est. Return
+10.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.81B
AUM Growth
-$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$34M
2
+$28.7M
3
+$26.6M
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$21.7M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$21.5M

Top Sells

1
+$316M
2
+$69.8M
3
+$34.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$28.8M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$25.3M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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-625,399
102
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-20,473
103
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-62,423
104
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-43,916
105
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-9,412
106
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-58,256
107
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-3,905
108
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-75,086
109
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-3,677,355
110
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-722,800
111
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-45,720
112
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-4,311
113
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-10,838
114
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-36,209
115
– –
-62,252
116
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-21,562
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